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How to Scale Your
Admin Team as Your
Company Grows
Dreamforce 2016
Ted Hazard
Salesforce Solutions Architect
thazard@vetsfirstchoice.com
@hazardme
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may con...
Stating the Obvious
A Poem
We wish we could hire
Many more awesome
admins
The budget won’t allow!
All alone in the Admin Meadow… What do we do nex
Develop a Strategy
It sounds logical, but how do I actually do it?
Partnerships Defined Roles
In the Beginning
Admin
Users
Establish & Define Roles
Partnerships
Sponsor
Business
Owner
Admin
(You!)
Dept.
Admins
Champions
Users
Experts
Establish & Define Roles
High Level Roles
Sponsor
• Executive
• Sets Goals, Vision
• Users will follow her direction
Business Owner
• The users rep...
Key Roles
Dept. Admin
• Department or Region
Specific
• THE Salesforce gal
• Represent subset of users
Experts
• Reporting...
Key Roles
Champions
• Use Salesforce Daily
• Respected by Peers
• SME with Good Ideas
Happy Users
• High Adoption
• Engage...
Partnerships
Sponsor
Business
Owner
Admin
(You!)
Dept.
Admins
Champions
Users
Experts
Establish & Define Roles
Things Change!
Scalability is Key
Example: Larger Department
Sales VP
Domestic
Sales
Experts
Domestic
Admin
Champions
International
Sales
International
Admi...
A Quick Note on Governance
• Roles & Responsibilities
• Change Control
• Salesforce Road Map and Strategy to
Grow
• Measur...
Closing Haiku
We wish we could hire
Many more awesome
admins
The budget won’t allow!
Admin team can wow
Be clever, fellow ...
Thank Y u
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How to Scale Your Admin Team as Your Company Grows by Ted Hazard

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This presentation was given in the Admin Theater at Dreamforce 2016.

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How to Scale Your Admin Team as Your Company Grows by Ted Hazard

  1. 1. How to Scale Your Admin Team as Your Company Grows Dreamforce 2016
  2. 2. Ted Hazard Salesforce Solutions Architect thazard@vetsfirstchoice.com @hazardme
  3. 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  4. 4. Stating the Obvious A Poem We wish we could hire Many more awesome admins The budget won’t allow!
  5. 5. All alone in the Admin Meadow… What do we do nex
  6. 6. Develop a Strategy It sounds logical, but how do I actually do it? Partnerships Defined Roles
  7. 7. In the Beginning Admin Users Establish & Define Roles
  8. 8. Partnerships Sponsor Business Owner Admin (You!) Dept. Admins Champions Users Experts Establish & Define Roles
  9. 9. High Level Roles Sponsor • Executive • Sets Goals, Vision • Users will follow her direction Business Owner • The users report into his team • Builds the plan to achieve goals • Stakeholder in Salesforce goals Leadership Engagement Can’t Be Underestimated
  10. 10. Key Roles Dept. Admin • Department or Region Specific • THE Salesforce gal • Represent subset of users Experts • Reporting | Data Integrity • User Management | Security • Environment Management The folks your users can count on
  11. 11. Key Roles Champions • Use Salesforce Daily • Respected by Peers • SME with Good Ideas Happy Users • High Adoption • Engaged in Feedback Loops • Productive & Efficient The folks your users can count on
  12. 12. Partnerships Sponsor Business Owner Admin (You!) Dept. Admins Champions Users Experts Establish & Define Roles
  13. 13. Things Change! Scalability is Key
  14. 14. Example: Larger Department Sales VP Domestic Sales Experts Domestic Admin Champions International Sales International Admin Champions Experts
  15. 15. A Quick Note on Governance • Roles & Responsibilities • Change Control • Salesforce Road Map and Strategy to Grow • Measurement • Tool Set
  16. 16. Closing Haiku We wish we could hire Many more awesome admins The budget won’t allow! Admin team can wow Be clever, fellow admin Scalable model!
  17. 17. Thank Y u

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